Ironhorse Wealth Management / Steve Kaestner

Specialties

Tradition, Stability, Endurance

History

Established in 2011.

Steve Kaestner is a Certified Financial Planner Professional, CPA, Attorney and the founder of Ironhorse Wealth Management. He has over 30 years experience with retirement planning, estate planning, tax management, and investments.

Steve acted as in-​house counsel for an international real estate syndication corporation and also developed extensive tax knowledge while working for an international public accounting firm.

In 1989 Steve began a private practice law firm, Steven D. Kaestner, P.C. (SDK PC), which was founded and is still serving the legal needs of its clients today. In 1995, Steve co-​founded Successful Financial Seminars, Inc. (SFS). In 2007, SFS became Cunningham Kaestner Investments, LLC (CKI).

Meet the Business Owner

Steve K.

Business Owner

Steve earned his Juris Doctor from the University of Oklahoma College of Law in 1982, and his Bachelor of Science in Accounting from the University of South Dakota in 1978. He also completed the Financial Planning Course at Oklahoma City University in preparation for his CFP Certificate exam.

Currently serving as Vice President and Director for the Oklahoma Venture Forum, Steve is also an active member of the Oklahoma Bar Association, the American Institute of Certified Public Accountants, the Oklahoma Society of CPAs, the Financial Services Institute, and the Oklahoma Planned Giving Council.

Certifications:

Admitted to the BAR of Oklahoma

Certified Financial Planner Professional

Certified Public Accountant

Investment Advisor of VSR

Series 7 Securities License

Life and Health Insurance License

Series 24 Securities License